HighTower Advisors’s Cohen & Steers Preferred and Income Opportunities Active ETF CSPF Stock Holding History

HighTower Advisors’s Portfolio CSPF Stock Details CSPF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.91M	Buy	149,992 +4,203	+3%	+$110K	﹤0.01%	1391
2026 Q1	$3.74M	Buy	145,789 +3,565	+3%	+$93K	﹤0.01%	1353
2025 Q4	$3.69M	Buy	142,224 +32,578	+30%	+$847K	﹤0.01%	1324
2025 Q3	$2.85M	Buy	109,646 +101,642	+1,270%	+$2.62M	﹤0.01%	1440
2025 Q2	$204K	Hold	8,004	–	–	﹤0.01%	3267
2025 Q1	$201K	Buy	+8,004	New	+$201K	﹤0.01%	3189

Other funds holding CSPF

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

Townsend & Associates Westminster, Colorado $1.17B AUM 20.72% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

OHIS

Oak Harvest Investment Services Houston, Texas $1.07B AUM 42.34% 1-Year Est. Return

Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

SWM

SK Wealth Management Providence, Rhode Island $444M AUM 18.54% 1-Year Est. Return

FFG

Fortem Financial Group Palm Desert, California $490M AUM 60.73% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

HighTower Advisors's CSPF Position: Q2 2026 in Review

HighTower Advisors increased its Cohen & Steers Preferred and Income Opportunities Active ETF (CSPF) stake by 2.9% in Q2 2026, buying an estimated $110K and bringing the position to 149,992 shares worth $3.91M. The position accounts for ﹤0.01% of the portfolio, ranked #1391.

HighTower Advisors first reported a position in CSPF in Q1 2025 and has held it in 6 quarters since. 47 funds tracked by Wall St. Rank hold CSPF as of Q2 2026.

HighTower Advisors held 149,992 shares of Cohen & Steers Preferred and Income Opportunities Active ETF worth $3.91M as of Q2 2026.
HighTower Advisors bought 4,203 Cohen & Steers Preferred and Income Opportunities Active ETF shares in Q2 2026, an estimated $110K.
Cohen & Steers Preferred and Income Opportunities Active ETF made up ﹤0.01% of HighTower Advisors's portfolio in Q2 2026, its #1391 holding.
HighTower Advisors first reported a position in Cohen & Steers Preferred and Income Opportunities Active ETF in Q1 2025 and has held it in 6 quarters since.
47 funds tracked by Wall St. Rank held Cohen & Steers Preferred and Income Opportunities Active ETF as of Q2 2026.

Based on HighTower Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.